Mark provides tailored structuring advice and investment solutions to a select number of high-net-worth families, entrepreneurs and charities. Many of his client relationships span multiple generations, proving the significant importance of trust built through long-term relationships. Mark provides everything from long-term investment advice to superannuation strategies and estate plans. He believes that educating future generations about wealth is the key to protecting a family legacy, so he also takes great care to include all family members in these discussions. In addition to providing advice to some of the largest private and public charities in Australia, he is also a Trustee of the Shine on Foundation. Mark completed a Bachelor of Business at RMIT University, majoring in Economics and Finance.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
